It may seem obvious to seasoned traders, but few have the discipline to stick with it consistently. Trade stocks with shorter-term moving averages rising above longer-term ones, supported by volume at least double the average, and focus on companies that consistently exceed earnings and revenue expectations while showing expanding margins. That’s the formula—simple as that.
DO NOT TRADE STOCKS IN HOPE OF A TURNAROUND, HEARSAY, OR EMOTIONS.
.Go After charts like these:
My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the 25th before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.
| Stock Symbol | Notes | My 1st PT | SL | Entry Only at or just Above |
|---|---|---|---|---|
| TSLA | In a stable market, enter TSLA above 444. Positive commentary from Wall Street analysts and upbeat forecasts for third-quarter vehicle deliveries. Wolfe Research stated that Q3 deliveries could reach between 465,000 and 470,000 units, topping consensus estimates of 445,000. | 454 | 439.8 | 444 |
| ARM | In a stable market, enter ARM above 145. Optimism about the Lumex Compute Subsystem platform announced on Sept. 10, that marks a bold step toward redefining on-device AI capabilities for smartphones, PCs and emerging form factors. The platform delivers up to 5x faster AI performance, coupled with efficiency gains that could position | 149 | 142 | 145 |
| BABA | In a stable market, enter BABA above 177. A lot of optimism after Alibaba CEO Eddie Wu said the company would increase spending beyond a previously articulated $53 billion target for cloud computing and AI infrastructure, and will also open up its first data centers in Brazil, France and Netherlands. ARK Tech investor Cathie Wood this week bought Alibaba stock for the first time in four years. On Monday, Wood bought $8.2 million worth of Alibaba for the Ark Fintech Innovation ETF and another $8.1 million worth in the ARK Next Generation Internet ETF fund, the first time either of those ETFs have held the stock since 2021. | 182 | 174.8 | 177 |
| CRWV | In a stable market, enter CRWV above 132.5. Wells Fargo Lifts Target To $170 On Surging AI Demand. | 139 | 129.6 | 132.5 |
| GDS | In a stable market, enter GDS above 42.15. Beneficiary of China AI cloud and tech resurgence. AI demand remains in focus for China data centers, HSBC says, maintaining buy ratings for VNET Group, GDS and SUNeVision. | 46 | 40 | 42.15 |
| MU | In a stable market, enter MU above 162.25. | 164 | 160.2 | 162.25 |
| NBIS | In a stable market, enter NBIS above 113.7. NBIS reaffirmed the $2 billion capital expenditure plan for 2025 on its latest earnings call as it doubles down on capacity expansion to gain market share in the fast-growing AI infrastructure space. | 116 | 111.6 | 113.7 |
| ORCL | In a stable market, enter ORCL above 309. Optimism persists on TikTok deal, and huge cloud AI backlog. | 314 | 304.6 | 309 |
| PLUG | In a stable market, enter PLUG above 2.55. Potential momentum play. | 3.1 | 2.35 | 2.5 |
Disclaimer: This is not financial or investment advice.
Hot Nuclear Stocks – Rising clean energy demand from power hungry data centers and AI infrastructure fuels renewed interest in Nuclear companies
Rising Demand
As per the IEA, energy supply from nuclear power is expected to nearly double in next three decades, helping utilities meet the rising demand for clean energy. The IEA also highlights that while large nuclear reactors will dominate overall power generation, small modular reactors (SMRs) are projected to witness significant expansion. The immense clean power requirements from the AI-based new data centers are creating growing demand. Increasing adoption of Evs and rising demand from the power grids are adding to the demand. The government is also working to increase the domestic supply of uranium, a fuel essential to power the nuclear plants.
Reliability
Nuclear energy is gaining recognition as a vital solution to meet the world’s increasing electricity needs while supporting the transition to cleaner energy sources. Unlike solar and wind, which depend on weather conditions, nuclear power offers a stable supply of carbon-free energy throughout the year.
Regulatory Reforms
The Nuclear industry is benefiting from the new regulatory reforms, added focus on R&D, and technology innovation leading to the development of microreactors and small modular reactors.
Nuclear Stocks Are Getting Attention
With this increasing importance of the nuclear sector, nuclear energy-related stocks, such as Constellation Energy (CEG), BWX Technologies (BWXT), Dominion Energy (D), and Duke Energy (DUK), are attracting investors. As the production of clean energy is expected to rise, a continuous supply of high-quality uranium is essential to keep the nuclear units running. Companies like Cameco (CCJ), Centrus Energy (LEU), and Uranium Energy (UEC) are active in supplying / enriching uranium and therefore can benefit from the surging nuclear power demand.
I plan to generate positive cash flow from these setups. Feel free to do it along with me at https://discord.gg/A8jKyGAucy
Following are the leading publicly traded companies supply key parts, electronics, components, sensors, motors, microcontrollers, and related technologies to the robotics industry. These include semiconductors for AI/processing, sensors for vision/navigation, actuators/motors for movement, and automation hardware that robotics manufacturers (e.g., industrial arms, humanoids like Tesla’s Optimus, Boston Dynamics’ Atlas/Spot, or warehouse bots) rely on. The robotics supply chain draws heavily from:
I create a daily attack plan for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market (Nasdaq is within -.02% range) conditions. Geopolitical or macroeconomic events may invalidate this plan. I tend to revise it on the morning of the trading day before the market opens. Disclaimer: This is not financial or investment advice.
| Company | Ticker (Exchange) | Approx. Market Cap | Primary Contributions to Robotics | Key Notes/Examples |
|---|---|---|---|---|
| Nvidia | NVDA (NASDAQ) | ~$4+ trillion | AI GPUs, Jetson platforms for embedded robotics processing, vision, simulation (Isaac platform used by many including Boston Dynamics) | Powers AI brains for most advanced robots (humanoids, autonomy); dominant in compute for robotics development. |
| Texas Instruments | TXN (NASDAQ) | ~$170B+ | Analog chips, sensors, motor controllers, microcontrollers for actuation/control | Essential “nerve and muscle” components; widely used in robot motors/sensors. |
| ABB | ABBNY (OTC) | ~$150B+ | Industrial robots, motors, drives, controllers, automation electronics | Supplies components/systems to broader robotics; strong in motion/electrification. |
| Analog Devices | ADI (NASDAQ) | ~$100B+ range | High-performance sensors (IMUs, MEMS), signal processing for perception/motion | ROS drivers for sensors; critical for navigation/IMU in mobile/industrial robots. |
| Rockwell Automation | ROK (NYSE) | ~$45–50B | Industrial automation controls, motors, sensors, PLCs for robotic systems | Key in factory robotics integration; motion control for arms/automation lines. |
| Zebra Technologies | ZBRA (NASDAQ) | ~$10–15B | Sensors, scanners, machine vision, RFID for logistics/warehouse robotics | Used in robotic picking, navigation, and automation supply chains. |
| Teledyne Technologies | TDY (NYSE) | Varies (~$20B+) | Advanced sensors, imaging, vision systems for robotic perception | Strong in machine vision; key for precision tasks in electronics/automation. |
| Cognex | CGNX (NASDAQ) | Varies | Machine vision systems, cameras, software for inspection/guidance | Dominant in robotic vision for manufacturing/assembly (e.g., electronics, auto parts). |
| Keyence | (Various, e.g., KYCCF OTC) | High (Japan-listed) | Sensors, vision systems, measurement tools for precision robotics | Leader in robotic vision/sensors for high-accuracy applications. |
| Omron | (OMRNY OTC) | Varies | Sensors, controllers, safety components for industrial/collaborative robots | Supplies to automation/robotics in electronics and manufacturing. |
Disclaimer: This is not financial or investment advice.
A case for Rubrik
Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery.
Q2 revenue grew by more than 51%, driven by a 55% increase in subscription services, which in turn were driven by new, large clients. The number of clients contributing more than $100K to recurring revenue increased by 27% and is expected to grow. The company widened its gross margin by several hundred basis points, narrowing its operating losses despite increased marketing and R&D. The company posted an adjusted loss, as expected, but it was far smaller than forecasted.
Revenue
Earnings
Energy sector is going to power the age of AI for the next few decades. As Melius-research puts is “much like Thomas Edison ushered in the era of electricity more than a century ago, artificial intelligence may be driving a new “Age of Electrification,” That’s an excellent summary. Energy companies are well positioned to power AI and will will be the biggest winners. The company likes, and I fully agree (and in fact I have been accumulating these name already) these names: CEG Constellation Energy, VST Vistra, NEE NextEra Energy, NRG NRG Energy, and TLN Talen Energy.
AI computing requires vast amounts of power. “The energy sector is therefore the “enabler” of the AI revolution” as Melius puts it. These companies are locking in years long power purchase agreements with various data centers. Data-center electricity demand growth is estimated to hit 219 gig watts in 2030, up from 82 gigawatts in 2025, Melius said.
Disclaimer: This is not financial or investment advice.
How to play AI growth with CRDO ( Credo )
What is Credo’s business – AI data centers require a lot of high speed data connectivity. Credo is a leader in that area. The company offers a variety of products, including optical devices and data networking chips, but its active electrical cables ( AECs ), are the biggest chunk of its business.
Growth outlook – The company has continued expanding its business with the largest cloud service providers helping Credo benefit from growing demand for AECs, placing the company on the trajectory for strong revenue growth and expanding margins in the coming years. J.P. Morgan analyst Joseph Cardoso initiated coverage on $CRDO with an Overweight rating and established a $165 stock target. The analyst predicts Credo will be able to grow its revenue at more than 50% a year and its earnings at more than 70% a year through 2028. Customers include Microsoft, Amazon.com, xAI, and Meta Platforms. Oracle and Google are potential future customers. “Given our expectation for solid improvement in FCF generation and an already healthy balance sheet, we would not rule out a greater appetite for capital allocation, which would represent upside to our outlook,” the analyst wrote. Last month, Credo shares rose after the company reported better-than-expected earnings results, citing strong demand from large technology companies.
About AECs – Credo invented the AEC, which is a copper-based cable used to attach AI servers to networking switches. AECs are more reliable and consume less power than optical cables and can be used for longer distances than traditional passive copper cables.